- Analyst Insight
LyondellBasell’s Texas refinery eyeing a second life in advanced plastic waste recycling
LyondellBasell’s Texas refinery eyeing a second life in advanced plastic waste recycling
RBN’s Daily Energy Blog and Insights sharpen your energy IQ through fundamentals-based analysis that makes sense of North America’s energy market dynamics.
- Blog
Call and Answer - Trading Evolves as U.S. Crude Exports Secure Place in Global Marketplace
As U.S. crude oil expands its foothold across the world, the markets that trade it have undergone some fundamental changes. Since the onset of the pandemic almost four years ago, these changes have included the shortening of the loading-date range for crude oil cargoes marketed along the U.S.
- Analyst Insight
I Feel Fat! Canadian Regional Gas Storage at Multi-Year or Record Highs and Rising
Warm weather in March has resulted in multi-year highs for Alberta gas storage and a record high for Ontario. In contrast, gas demand is at a record in Alberta and Ontario is trending near a 20 year low.
- Analyst Insight
EIA Reports Small Build In Total U.S. Propane Stocks
EIA Reports Small Build In Total U.S. Propane Stocks
- Blog
Dance With the One That Brought You - E&Ps Trim 2024 Capex, Stalling Growth to Prioritize Free Cash Flow and Returns
When legendary University of Texas football coach Darrell Royal was asked how he approached important games, he frequently said, “You dance with the one who brung ya,” which meant sticking with the strategy that produced previous success.
- Analyst Insight
Freeport LNG’s Restart Wrapped in Uncertainty
Freeport LNG is soon expected to return to full service for the first time since the January deep freeze. However, last week flows to the terminal fell to their lowest level since the cold snap. For more, see this week’s LNG Voyager.
- Analyst Insight
Warm Winter Unable To Offset Record High Propane Exports
Cold weather wasn’t the cause for the above-average stock draw in February as total U.S. heating degree days (HDDs) reported by the National Oceanic and Atmospheric Administration (NOAA) were 12% below the 10-year average for the month and slightly below last year.
- Analyst Insight
Beaumont Shutout of US Crude Exports
Beaumont Shutout of US Crude Exports for the first time since August.
RBN NATGAS Appalachia
The NATGAS Appalachia weekly report provides the data and insights to monitor the northeast natural gas market’s twists and turns and identify the risks and opportunities along the way, including tracking supply-demand trends, outbound capacity and their impact on takeaway pipeline utilization, and regional prices.
- Blog
Tijuana Taxi - New Gas Pipelines From the Permian to Northwest Mexico Are Needed to Meet Demand
Mexico’s state-owned Comisión Federal de Electricidad (CFE) and private-sector developers of LNG export terminals have been aggressively advancing new natural gas-consuming projects in Northwest Mexico.
- Analyst Insight
Re-Exports of Canadian Heavy Crude Oil Rebound in January
Canada's re-exports of heavy crude oil from the Gulf Coast rebounded smartly in January from weak December levels with China leading the way as the single largest buyer.
